As the founder of Mickley Wealth Strategies of LPL Financial, I have a total of 18 years of experience in financial planning, portfolio construction and management, and retirement planning. The one constant found in financial markets is change, and that differing opinions are what makes a market. With that understanding, I use comprehensive planning strategies to help my clients assess their short and long term financial goals. Once we have defined goals, we continually monitor progression and make adjustments to our strategy as needed in seeking to ensure the highest probability for success.
The ultimate goal for Mickley Wealth Strategies was never to become the biggest or to be the right fit for all clients. Rather, I wanted to be everything for the right clients. I have achieved this by limiting the number of clients that I serve. This allows me to provide more time and attention to each client. Being the trusted advisor to my clients, many of whom are second generation clients, is what I am most proud of.
I currently hold my series 6, 7, and 66 securities licenses with LPL Financial, as well as insurance licenses in life, health, and annuities. Although I serve the majority of my clients in central Ohio, I have clients that span across the country.
When not in the office, I can usually be found spending time with my two beautiful daughters, Charleigh and Lucy, hanging out with my dog Moose, spending time outdoors, and cooking. I am also a big sports fan and enthusiastically support my beloved Cleveland Guardians, Columbus Blue Jackets, and The Ohio State Buckeyes.